Fiduciary Advisor III

PNC•Cincinnati, OH

5d•$70,000 - $130,000•Onsite

About The Position

The Fiduciary Advisor III works within PNC's Private Bank organization and may be based in Cleveland or Cincinnati, Ohio. The role administers complex fiduciary accounts and makes fiduciary decisions by carrying out the terms of plans and documents for which PNC serves as trustee, guardian, or agent. The advisor applies knowledge of trust types and their operation in family relationships, and ensures assigned accounts comply with governing documents, state law, and applicable policies, procedures, and regulations. The position delivers PNC's fiduciary platform to grow the business and provide a high level of client experience. It manages risk and resolves legal and compliance-related issues, communicates with clients and other stakeholders, and helps maintain and grow assets under management. The advisor also prepares tailored communications, presentations, analyses, and recommendations, including materials for senior management or committee review. PNC describes the role as in-office. The position is incentive eligible, with incentive payment based on company, business, and/or individual performance. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

A bachelor's degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Typically, at least 5 years of industry-relevant experience.
Knowledge of fiduciary responsibilities and trust types, including how trusts operate individually and together for clients in family relationships.
Ability to administer fiduciary accounts and address legal, compliance, and risk matters.
Demonstrated decision-making, account management, communication, problem-solving, accuracy, attention to detail, and value-selling capabilities.

Nice To Haves

Decision making
Finance strategy
Investment management
Knowledge of legal practices
Real estate settlements
Revenue recognition
Risk assessments

Responsibilities

Execute the terms of plans and documents for which PNC serves as trustee, guardian, or agent.
Administer complex fiduciary accounts in compliance with legal and fiduciary regulations, governing documents, state law, policies, and procedures.
Deliver the fiduciary platform to grow the fiduciary business and provide a high level of client experience.
Manage risk and resolve legal and compliance-related issues for assigned accounts.
Communicate with clients, solve problems, and escalate anticipated or known client issues and concerns.
Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers.
Meet with clients on or off bank premises as needed.
Customize customer communications and presentations to provide fiduciary advice and introduce planning concepts for assigned accounts.
Prepare and present analyses and recommendations for senior management or committee review.
Escalate problems to senior management as appropriate.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.
Apply customer needs and satisfaction as primary considerations in business decisions and create customized customer solutions.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service